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Carolinas Wealth Consulting’s BILL Holdings BILL Stock Holding History

Carolinas Wealth Consulting’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,000
Closed -$68.7K – 1047
2024
Q1 		$68.7K Buy
+1,000
New +$69.9K 0.01% 330
2023
Q1 		– Sell
-700
Closed -$76.3K – 1070
2022
Q4 		$76.3K Hold
700
– – 0.02% 298
2022
Q3 		$93K Buy
700
+200
+40% +$28.7K 0.02% 253
2022
Q2 		$55K Buy
500
+100
+25% +$14.6K 0.01% 311
2022
Q1 		$91K Buy
+400
New +$83.4K 0.02% 263

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolinas Wealth Consulting's BILL Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of BILL Holdings (BILL) in Q2 2024, closing a stake of 1,000 shares — an estimated $68.7K sold.

Carolinas Wealth Consulting first reported a position in BILL in Q1 2022 and held it in 5 quarters. The position peaked at $93K in Q3 2022. 337 funds tracked by Wall St. Rank hold BILL as of Q2 2024.

  • Carolinas Wealth Consulting reported no remaining BILL Holdings position as of Q2 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,000 BILL Holdings shares in Q2 2024, an estimated $68.7K.
  • Carolinas Wealth Consulting first reported a position in BILL Holdings in Q1 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's BILL Holdings position peaked at $93K in Q3 2022.
  • 337 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.